Business Details
35 Years
experience
Your Trusted Partner for Accounting Solutions in Clovis
Founded in 1991 by John Baerg, our firm brings decades of expertise in accounting, audit, tax, and business advisory services. With a team of certified professionals, we serve clients across California and the United States, offering tailored solutions to meet their financial goals. Our mission is to provide proactive, forward-thinking advisory services that empower businesses to thrive. We leverage advanced technology to streamline workflows and deliver real-time financial insights, ensuring clients can focus on growth. Our commitment to excellence is reflected in our personalized approach, combining deep industry knowledge with strategic guidance. From small businesses to large enterprises, we prioritize understanding our clients' unique needs to deliver actionable, results-driven solutions.Our team includes CPAs and specialists with extensive experience in diverse sectors, including professional services, agriculture, and manufacturing. We emphasize transparency, reliability, and long-term partnerships, ensuring clients receive the highest standard of service. Through educational resources like our cybersecurity eBook and Advantage Magazine, we empower clients to navigate financial challenges confidently. With offices in Clovis, California, and Kaysville, Utah, we remain dedicated to building trust and driving success for every client we serve.
Services
Bookkeeping
Tax Preparation
Audit Services
Business Advisory
Payroll Processing
Account Reconciliation
Financial Statements
Tax Planning
Cybersecurity Guidance
Strategic Consulting
Details
- Year established: 1991
Highlights and features
- We offer proactive accounting solutions tailored to your business needs.
- Our team includes certified CPAs with extensive industry experience.
- We leverage secure technology for real-time financial insights.
- We provide personalized advisory services to drive business growth.
- We emphasize transparency, reliability, and long-term partnerships.
Associations and certifications
- CPA
- CGMA
Services
Bookkeeping
Our bookkeeping services ensure accurate financial records by managing daily transactions, reconciling accounts, and preparing financial statements. We streamline processes to provide clarity and support informed decision-making. Clients gain real-time access to their financial data through secure online platforms.
Tax Preparation
We offer strategic tax planning and preparation to minimize liabilities while ensuring compliance. Our team stays updated on evolving regulations to identify savings opportunities and provide timely, accurate filings for individuals and businesses.
Audit Services
Our audit services deliver thorough assessments of financial statements to ensure accuracy and regulatory compliance. We provide actionable insights to strengthen financial health and build stakeholder confidence through transparent reporting.
Business Advisory
We offer tailored advisory services to guide business decisions, improve operations, and drive growth. Our experts analyze financial data to develop strategies aligned with clients' long-term objectives and market challenges.
Payroll Processing
We manage payroll processing, tax filings, and compliance to ensure timely and accurate payments. Our solutions include electronic paystubs, tax remittances, and reporting tools to simplify payroll management for businesses.
People
John L Baerg
Partner
John founded the firm in 1991 after 12 years at Ernst & Young. He specializes in audit, accounting, and advisory services for businesses across California, leveraging deep industry expertise to drive client success.
William E Chaltraw
Partner
William provides strategic accounting and tax solutions, focusing on proactive planning to help businesses achieve financial goals. His experience spans diverse industries, emphasizing client-centric advisory services.
Larry Jensen
Senior Manager
Larry oversees audit and advisory engagements, ensuring compliance and accuracy. With extensive experience in financial reporting, he helps clients navigate complex regulatory environments and optimize operational efficiency.
Miranda Baerg
Manager
Miranda specializes in tax planning and compliance, delivering tailored strategies to minimize liabilities. She works closely with clients to ensure their financial practices align with long-term business objectives.
Kristin Chaltraw-Lee
Manager
Kristin focuses on accounting and advisory services, providing actionable insights to improve financial performance. Her client-first approach ensures personalized solutions that support sustainable business growth.
Questions
What accounting services do you offer?
We provide bookkeeping, tax preparation, audit services, payroll processing, and strategic business advisory tailored to your needs.
How can you help with tax planning?
Our team offers strategic tax planning to minimize liabilities, ensure compliance, and identify savings opportunities for individuals and businesses.
Do you serve businesses outside California?
Yes, we serve clients across the United States, with offices in Clovis, California, and Kaysville, Utah.
What cybersecurity resources do you provide?
We offer a free eBook on cybersecurity for small businesses and practical tips to protect your financial data from threats.
How do you handle payroll services?
We process payroll, file taxes, and provide electronic paystubs and reports to simplify payroll management for your business.
